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Pet store go-live checklist

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  • Locations with receipts and invoice numbering (step 1).
  • Enable Sub Units, Enable Product Expiry, Enable Lot number on; tax rates for goods and grooming set.
  • Services (and other needed modules) switched on.
  • Staff logins and roles; groomer role with manage own appointments.
  • Pet supplies categories, pet brands and product fields imported (step 2).
  • Products added (library, Excel, by hand); no product at price 0.
  • Bag sizes as variants; cans with the Case (24 cans) sub-unit; weight unit for loose food (step 3).
  • Opening stock with lot and expiry; alert quantities on best sellers.
  • Service menu per dog size with durations and prices (step 4).
  • Groomers with hours, services performed and commission.
  • Opening hours in Bookings › Settings; online booking switched on and the link shared.
  • Grooming appointment order option form attached (optional).
  • Membership products and, if used, Recurring invoices on (step 5).
  • Price groups and customer groups (Members, Rescue, Trade).
  • Reward points rules set.
  • Website store info, payments and delivery/pickup; Shopper app on with QR poster (step 6).
  • Groomers have the SmartPOS Business app from Google Play for My day.
  • Someone owns appointment confirmations and the weekly expiry check (daily operations).

Frequently asked questions

What should I test before the first customer?

Sell a bag and a case of cans, book a grooming appointment and check it out with a bag of treats on the same receipt, and sell a membership.

Can I open the salon before the online booking page is ready?

Yes. Take appointments at the desk first and switch on online booking when the service menu and groomer hours are final.

Do I need the Shopper app on day one?

No. Add it when you're ready; it suits regular food customers and grooming clients.

Who should be able to change groomer commission?

Only managers, with the Services permission manage staff, hours and commission.